How to manage employee payment method statuses

When you manage employee payment methods in 7shifts Payroll, status indicators provide insight into the verification and connection of bank accounts. These statuses help you identify which accounts are verified and which require further action to ensure successful payroll processing.

Things to know

• Status indicators provide confirmation from the 7shifts verification system.
• Migrated payment methods may process successfully even if they display a Status Unknown indicator.

Payment method status definitions

Employee payment methods in 7shifts Payroll display one of the following statuses to indicate their current verification state.

Status Unknown

This status signifies that the payment method was migrated from a previous payroll system. These payment methods did not undergo the standard 7shifts connection verification process. While these accounts may still be connected and process payroll successfully, they lack confirmation from the 7shifts verification system.

Pending

This status indicates that the employee entered their payment details directly into 7shifts. The account verification process is currently in progress and 7shifts Payroll can still be processed for the employee while in Pending. 

Completed

This status signifies that 7shifts Payroll successfully verified and connected the bank account. This is the ideal status for payroll processing.

How to update a Status Unknown indicator

If you want to move a payment method from Status Unknown to a Completed status, you must initiate the 7shifts verification process.

Option 1: Employee self-update

1. Instruct the employee to log in to 7shifts and update their payment method. 
2. 7shifts Payroll triggers the verification process automatically after the update.

Option 2: Send an onboarding package

1. Navigate to Team > Onboarding.
2. Send the employee an onboarding package.
3. Ensure the package includes the Payment Method form.
4. The employee re-enters their banking information to initiate verification.